\n\n

Recent reports confirm that AI compute shortages are deepening and are expected to persist for the next two to three years. Intel’s CEOs warn that supply chain constraints …

\n\n

Key developments:

• Leading chip makers and AI firms are warning that the shortage of AI hardware will persist for the next two to three years. Intel’s CEOs Patrick

…

\n\n

Key developments: Anthropic is racing to lock in $530 billion worth of data‑center leases, committing to 15 GW of capacity across major cloud providers, while the Wall Street Journal highlights a broader …